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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,689 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,173 | $46,072-58.4% | $69,779-72.5% | $55,167-65.2% |
| Participation rate | 90.6% | 67.5%+23.1pp | 71.8%+18.7pp | 69.0%+21.6pp |
| Annual return | 7.52% | 8.68%-1.2pp | 12.99%-5.5pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,232 | $1,500-17.9% | $2,338-47.3% | $1,963-37.2% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $2,931-100.0% | $3,054-100.0% |
| Admin fee / account holder | $30 | $428-92.9% | $4,381-99.3% | $504-94.0% |